Module 9

Performance Tracking

4 min read

Track staff performance through system metrics — appointments completed, revenue generated, tasks finished, and client interactions. Use this data for reviews and optimization.

Viewing Staff Metrics

  1. Go to Reports → Staff Performance
    Navigate to the performance section.
  2. Select Staff Member
    Choose a team member from the dropdown, or view all staff side by side.
  3. Set Date Range
    Choose the period to analyze (this week, this month, custom range).

Available Metrics

MetricWhat It Measures
Appointments completedNumber of appointments marked as completed
Revenue generatedTotal payments collected by this staff member
Clients servedUnique clients interacted with
Tasks completedNumber of tasks marked as done
Average check-in to service timeHow long clients wait after checking in
No-show ratePercentage of their appointments that were no-shows

Use for positive reinforcement. Performance data works best when used to recognize top performers and identify coaching opportunities — not as a punitive tool.

Quick Reference

ActionHow
View performanceReports → Staff Performance
Compare staffSelect "All Staff" view
Export dataExport → CSV